Customer Solutions Specialist

HSBC Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Overview

Join HSBC and apply for the Customer Solutions Specialist role within the International Wealth and Premier Banking (IWPB) team. We serve 41 million customers globally, including 6.7 million international customers, delivering borderless banking and wealth management through mobile-first capabilities and exceptional people.

Responsibilities

• Conduct outbound telemarketing calls to existing bank customers with the objective of cross-selling suitable financial products – Cards, Personal Financing, CASA, Premier (upgrade & cross-sell).
• Achieve daily KPIs (e.g., number of calls, talk-time, submissions) and meet or exceed monthly performance expectations (PE).
• Identify and maximize sales opportunities through effective customer engagement and needs-based selling.
• Proactively work with Team Managers, Customer Acquisition to plan, execute and optimize sales activities, ensuring alignment with business priorities.
• Provide professional and customer-centric sales interactions that align with customer needs.
• Ensure accurate product information and disclosures in line with regulatory and compliance requirements.
• Handle customer objections professionally and escalate complex cases when necessary.
• Contribute positively to a collaborative and supportive team environment.
• Share product knowledge, successful sales techniques, and best practices with peers.
• Participate actively in training, coaching sessions, and team huddles to improve performance.
• Adhere to call scripts, sales guidelines, and process requirements to ensure compliance.
• Maintain accurate call and sales records in contact centre systems.
• Ensure all customer data is handled securely and in line with data protection standards.

Requirements

Due to local laws and governance, candidates with immediate right to work locally and no relocation need will be prioritized.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We provide a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Bank Malaysia Berhad

Details

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